Salesforce Webform Map

Component ID

2335393

Component name

Salesforce Webform Map

Component type

module

Maintenance status

Development status

Component security advisory coverage

covered

Downloads

686

Component created

Component changed

Component body

This is a very simple helper module to map webform data to SF data.

Step-by-step:

1. Create a entityform or other entity type
2. Create a salesforce mapping for it and note the name (ex. lead_mapping)
3. Create a webform
4. Add a hidden field salesforce_mapping to the webform
5. Use the salesforce mapping "machine_name" and add it as key; example: 'lead_mapping'|webform_anonymous
6. The data after the | can be one of 4 types:
a. webform - Use the webform data.
b. node - Will be replaced with the Webform's SF ID (usually mapped to a campaign).
c. user - Will be replaced with the User's SF ID (usually mapped to the global user - if user is logged in).
d. webform_anonymous - Use the webform data, but process only if user is anonymous.

Now every webform having the salesforce_mapping hidden field will automatically create the entities specified as mappings and sync them to salesforce.